See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,793 | $107,334+12.5% | $92,893+30.0% | $152,861-21.0% |
| Participation rate | 73.3% | 79.8%-6.5pp | 76.0%-2.7pp | 82.4%-9.1pp |
| Annual return | 14.30% | 145.58%-131.3pp | 109.41%-95.1pp | 345.32%-331.0pp |
| Employer contribution / active EE | $2,642 | $4,221-37.4% | $3,653-27.7% | $4,762-44.5% |
| Participant deferral / active EE | $3,424 | $4,845-29.3% | $4,236-19.2% | $5,850-41.5% |
| Admin fee / account holder | $64,415 | $7,079+809.9% | $5,794+1011.8% | $11,596+455.5% |